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Weekly Market Commentaries



2018

June 25 - Trade Tensions Playbook

June 18 - Playing The Capex Theme

June 11 - Time For Value To Shine

June 4 - Europe Coming Up Short

May 29 - Is Small Cap Strength Sustainable 

May 21 - Five Keys To Emerging Market Outlook

May 14 - Impressive Earnings Season

May 7 - Don't Sell In May

April 30 - Valuation Check-In

April 23- Myth Busting

April 16 - Did Stocks Bottom?

April 9 - First Quarter Earnings Preview:  What To Watch

April 2 - First Quarter Marked By Return Of Volatility 

March 26 - The Stock Market's Final Four Factors

March 19 - Will This Sixteen Be Sweet?

March 12 - Five Forecasters:  Few Warning Signs

March 5 - The Bull Is 9, Can It Make 10?

Feb. 26 - Raising 2018 Earnings Forecasts

Feb. 20 - Out Of The Woods?

Feb.12 - Correction Perspectives

Feb. 8 - Is Last Week’s Drop the Beginning of More Pain for Stocks?

Feb. 5 - GDP, PCE, and JOBS

Jan. 29 - Records, Risk, and Returns

Jan. 23 - Bond Market Not Stressing About Higher Yields

Jan. 22 - Fourth Quarter Earnings Season - Off To A Good Start

Jan. 16 - Global Growth Expected to Continue in 2018

Jan. 16 - Global Equity Market Outlook - Favor U.S. and EM

Jan. 12 - Video - LPL Financial Outlook 2018 | Return of the Business Cycle - with Burt White, Chief Investment Officer

Jan. 8 - Will a Strong 2017 Carry Over into 2018?

Jan. 2 - Investment Implications Of The New Tax Law:  Equities At A Glance


2017

Dec. 18 - When Overbought Is Bullish

Dec. 11 - Corporate Beige Book - Upbeat As Expected

Dec 4 - 2018 Stock Market Outlook

Nov. 20 - Highlights From Another Strong Earnings Season

Nov. 13 - Trump's First Year

Nov. 6 - MLP Weakness Appears Overdone

Oct. 30 - What Might Scare Markets

Oct. 23 - Five Reasons To Take A Look At Japan

Oct. 16 - The 1987 Crash:  A  Not So Happy Anniversary 

Oct. 9 - Third Quarter 2017 Earnings Preview - Slower But Still Solid

Oct. 2 - Markets Buying Into Tax Reform

Sept. 25 - The Bull Market Appears Alive And Well

Sept. 18 - Update On Growth And Value Stocks

Sept. 11 - Strong European Earnings Are Keeping Europe Cheap

Sept. 5 -  Putting The North Korean Threat Into Perspective

Aug. 28 - Corporate Beige Book:  Upbeat As Expected

Aug. 21 - Taking A Little Risk Off The Table

Aug. 14 - Bottom Line Impressive Earnings Season 

Aug. 7 - Buy The Dip?  What Dip?

July 31 - Is Policy Skepticism Creating A Small Cap Opportunity? 

July 24 - Tax Reform Pivot?

July 17 - Global Summer Earnings - Sizzle Or Fizzle?

July 10 - Second Quarter 2017 Earnings Preview - Q1 A Tough Act To Follow

June 26 - A Technical Check-In - The Global Bull Looks Strong

June 19 -  Midyear Outlook 2017 -  Business Fundamentals Back At The Controls 

June 12 - Hurdling Overseas Earnings - What Do The Forecasts Tell Us

June 5 -  Master Limited Partnership - More Going On Than Oil Price

May 30 - Corporate Beige Book:  It Keeps Getting Better

May 22 - Focus On Fundamentals 

May 15 - Earnings Update:  Raising The Bar

May 1 - Reflecting On NASDAQ 6,000

April 24 - Europe Enters The Tour De France

April 17 - Which Breaks First, Stock Prices or Uncertainty?

April 10 - First Quarter 2017 Earnings Preview:  Double Digits?

April 2 - Checking In On Some Trump Trades

March 27 - The Stock Market's Final Four Factors

March 20 - Will This Sixteen Be Sweet?

March 13 - How MuchIs Left In The Tank?

March 6 - Corporate Beige Book:  Better Sentiment And Lots Of Tax Talk 

Feb. 27 - Tiptoe Through The Tulips And Other European Offerings

Feb. 21 - Cracking Oil -- An Update On Oil Issues And Policis

Feb. 13 - The Valentine's Day Index

Feb. 6 - Facts On NAFTA

Jan 30 - Is There Still Value In Value?

Jan 23 - Nowcast Preview For Q4 2016

Jan 17 - Is Small Cap Strength Sustainable? 

Jan 9 - Looks Like Another Good One

Jan. 3